Review Detail
Overall rating
4.8
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
5.0
Security
5.0
Pricing
5.0
Excellent support, quick to update to meet changing rules, etc.
the auxiliary products are excellent; I've come to rely on Protracker to keep me up to date with compliance-related matters.
User Review
The Good
excellent detail, gives a good template of what we should know about our clients, always up to date on the industry, good tutorials and classroom sessions
The Bad
sometimes seems overwhelming there is so much stuff. some reminder methodolgy is not easy to work with
The Bottom Line
great bargain for the price, feels very comfortable for a planner, advisor, or broker
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